Ability to Manually Add a Scheduled Event in Appointments
Enoch Leffingwell
Sometimes I schedule calls over the phone and I am not using the appointments booking link. But I still want to track my scheduled events/calls in CF with the automations I set up. Currently, there's no way for me to manually add scheduled events.
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David Lamoureux (Product Support Analyst)
Hey Enoch Leffingwell Thank you for your feedback and reaching out to us.
I have a question and possible solution for you right away.. While you're on the phone call, could you use the link yourself on your end and schedule the appointment for the contact? That would basically be like manually adding it yourself.
Let me know if that works for you or if you need another function that is not currently available using that method. Thanks!
Enoch Leffingwell
David Lamoureux (Product Support Analyst) I have thought about the solution. But to be completely honest, when I'm on a call finding links and clicking around can be challenging. It's not impossible by any means, it just hasn't happened yet and that has been something I've desired to test out. But honestly, a functionality to manually add a scheduled event would be extremely helpful. I appreciate your thoughtful response. Thank you!
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David Lamoureux (Product Support Analyst)
Enoch Leffingwell: Thank you for your response and filling me in on those details. We can certainly leave this request open for others to vote on and the dev team to look at. To bring you in the loop, our project resources and time has to be focused on the highest priority items that don't have workarounds first, while fitting in a few easy lifts here and there.
In the meantime, I would recommend to open the appointment link before the call, and to make things as easy as I can for you, here's a screenshot with a 1 button click to open the event booker. I hope this helps =)